Your Key to the Paperless Office!

Eliminate bulky paper files and cumbersome file cabinets! FileCabinet Solution helps you easily organize, store and retrieve all your electronic documents—including financial reports, source documents, workpapers, invoices, and just about anything you would store in a paper file— in a structured file folder system on your computer for easy storage, quick reference, and retrieval.

You can access any file with a few keystrokes, or mouse clicks, instead of searching through volumes of paper files. At a moment’s notice, you can fax or email files to clients, banks, and others without leaving your desk.

With FileCabinet Solution You Can:

• Efficiently store virtually any document including Creative Solutions software files, most Windows ® based files, and scanned images of source documents.
• Gain instant access to your clients’ files and information so you no longer have to search through multiple paper files.
• Quickly and easily email copies of files to clients, banks, and others— right from your computer without having to take the time to photocopy, mail, or manually fax.
• Eliminate bulky file cabinets or off-site storage facilities because all your files will be stored easily and economically on your hard drive, network, or other storage medium— such as on a network, Zip ® disk, or CD.
• Quickly scan images of source documents into FileCabinet Solution by placing your document on your scanner (any TWAIN compliant scanner will work) and pressing the scan button on the tool bar.
• Make automatic data backups of your UltraTax, UltraTax Planner, Creative Solutions Accounting, and Depreciation Solution files.
• Save money on paper, toner, storage, and postage costs.
• Embed files, such as Word ® documents or Excel ® spreadsheets, so you can make edits to these files from within FileCabinet Solution.
• Provide your clients with 24/7 access to any document you want to make available to them through private portals on your firm’s website—part of Creative Solutions’ NetClient.
• Keep track of personal notes concerning your clients, and activity in your client files using the Client Notes and Event History features.